CIK: 0001793904
申告総資産額
$10.1億
上位200銘柄を表示中（全451銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 株式-IT | 10.89% | -0.61% | -0.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.25% | +0.32% | +11.89% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 4.09% | — | +14.10% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.89% | -0.57% | -1.82% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.57% | +0.38% | +15.38% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.42% | +0.21% | +1702.62% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.39% | +0.32% | -1.96% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.15% | +0.73% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.34% | — | -24.11% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.24% | +0.80% | +53.58% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.22% | +0.25% | +5.59% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.22% | -0.10% | -25.40% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.09% | +1.01% | +27.54% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.04% | — | -1.62% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 0.79% | — | +173.58% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.78% | — | +57.26% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | — | +1955.60% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.73% | — | +10.13% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | — | +0.29% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | +1.72% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.66% | — | +299.31% | |
| 22 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.64% | — | -5.75% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | -2.26% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | +1.69% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.60% | — | -0.84% | |
| 26 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.58% | -0.29% | +0.12% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | +0.13% | -18.76% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.52% | — | -4.78% | |
| 29 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.50% | — | -9.72% | |
| 30 | OZ | Belpointe Prep Llc- Class A | 株式-その他 | 0.47% | — | — | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | +14.46% | |
| 32 | IVLU | Ishares Msci International V | ETF-その他 | 0.47% | — | +188.28% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | — | -1.73% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | -1.18% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.43% | — | -38.63% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.42% | — | -46.56% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.42% | — | -8.88% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | +0.06% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | — | +17.07% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | +0.16% | +1.42% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | — | +12.23% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | +9.42% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | -15.29% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.39% | — | +37.36% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.39% | -0.13% | EXIT | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.39% | — | +8.14% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | +4.55% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | -10.38% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | — | -13.77% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | -0.13% | +0.38% |